CUSRX Mutual Fund

CUSRX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-2.19%
3 Months
+3.79%
6 Months
+2.02%
YTD
+8.33%
1 Year
+12.76%
3 Years (annualized)
+4.58%
5 Years (annualized)
+4.62%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+15.31%
vs Peers
-6.98%

CUSRX Mutual Fund Performance

CUSRX performance across multiple time periods: 1-month -2.19%, YTD 8.33%, 1-year 12.76%, 3-year 4.58%, 5-year 4.62%, 10-year 7.79%.

CUSRX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

CUSRX vs another fund shows side-by-side returns. CUSRX alternatives are available in the Mutual Fund Screener.